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Disclosery

XLF SELECT SECTOR SPDR TR

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SHS (fund)

1,873 managers (1,903 13F filers) reported a position in XLF shares at 2026-06-30, 737,825,389 shares in all. 151 filers opened a position and 102 filers sold out during the quarter.

Managers
1,873
13F filers
1,903
New
151
Added
688
Reduced
709
Sold out
102
Shares held by filers
737,825,389

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Lifetime Wealth Management P.C.5,409$290K0.17%013F-HRTimeline
Athena Investment Management5,400$289K0.17%-17013F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors5,390$289K0.19%-1,98913F-HRTimelineGroup
MATHER GROUP, LLC.5,389$289K<0.01%+82513F-HRTimeline
TUCKER ASSET MANAGEMENT LLC5,368$288K0.07%+31713F-HRTimeline
Elevated Capital Advisors, LLC5,349$287K0.08%013F-HRTimeline
Vines Capital Management, LLC5,348$287K0.24%-6413F-HR/ATimeline
MWA Asset Management5,335$286K0.13%-6413F-HRTimeline
LaSalle St. Investment Advisors, LLC5,319$285K0.03%-1013F-HRTimeline
Sovereign Financial Group, Inc.5,314$285K0.04%-77013F-HRTimeline
Quantbot Technologies LP5,305$284K0.01%-14,39413F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC5,305$284K0.1%013F-HRTimeline
GenTrust, LLC5,298$284K0.01%+71113F-HRTimeline
Cullen Capital Management, LLC5,296$284K<0.01%-1,92613F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…5,285$284K<0.01%-2,494,71513F-HRTimelineGroup
Rockbridge Investment Management, LCC5,292$284K0.02%013F-HRTimeline
WEALTH EFFECTS LLC5,288$283K0.08%+5113F-HRTimeline
Carl P. Sherr & Co., LLC5,280$283K0.12%013F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.5,270$283K0.09%+2513F-HRTimeline
Coquina Private Wealth LLC5,263$282K0.19%-20413F-HRTimeline
Marion Wealth Management5,252$282K0.06%013F-HRTimeline
Strategic Investment Advisors / MI5,250$281K0.02%-1213F-HRTimeline
Narwhal Capital Management5,250$281K0.02%013F-HRTimeline
Orion Capital Management LLC5,239$281K0.09%+61513F-HRTimeline
ZACKS INVESTMENT MANAGEMENT5,238$281K<0.01%-1,54813F-HRTimeline
Flagstone Financial Management5,227$280K0.06%013F-HRTimeline
Millstone Evans Group, LLC5,214$280K0.15%-90013F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.5,185$278K0.14%-2,43013F-HRTimeline
Summit Financial Strategies, Inc.5,184$278K0.02%013F-HRTimeline
Wealth Alliance Advisory Group, LLC5,156$276K0.04%-24013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST5,151$276K0.02%013F-HRTimeline
Gallacher Capital Management LLC5,141$276K0.15%-17,39313F-HRTimeline
Byrne Asset Management LLC5,139$276K0.15%013F-HRTimeline
Midwest Financial Group LLC5,139$275K0.1%+16813F-HRTimeline
Tulsa Wealth Advisors, INC5,126$275K0.04%-16413F-HRTimeline
Encompass More Asset Management5,115$274K0.04%new13F-HRTimeline
Gerald Baker Financial Group LLC5,088$273K0.08%+96813F-HRTimeline
Financial Partners Group, Inc5,085$273K0.03%+4613F-HRTimeline
AVALON CAPITAL MANAGEMENT5,081$272K0.06%013F-HRTimeline
Pointe Capital Management LLC5,072$272K0.12%-1,00013F-HRTimeline
White Lighthouse Investment Management …5,050$271K0.03%+14713F-HRTimeline
Beacon Capital Management, LLC5,050$271K0.04%-46713F-HRTimeline
1900 WEALTH MANAGEMENT LLC5,048$271K0.02%new13F-HRTimeline
DLK Investment Management, LLC6,575$270K0.11%new13F-HRTimeline
Arcataur Capital Management LLC5,031$270K0.07%-44513F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV5,025$269K0.23%013F-HRTimeline
CLEAR WAVE WEALTH MANAGEMENT LLC5,023$269K0.06%-79713F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG5,021$269K<0.01%-5,83013F-HRTimelineGroup
Arrowroot Family Office, LLC5,011$269K0.08%new13F-HRTimeline
SHUFRO ROSE & CO LLC5,000$268K0.02%013F-HRTimeline
Kapstone Financial Advisors LLC4,989$267K0.11%013F-HRTimeline
Gray Private Wealth, LLC4,988$267K0.12%013F-HRTimeline
Pinnacle Bancorp, Inc.4,986$267K0.07%013F-HRTimeline
Coppell Advisory Solutions LLC4,964$267K0.03%new13F-HRTimeline
Strategic Financial Concepts, LLC4,961$266K0.08%-3,85913F-HRTimeline
HOURGLASS CAPITAL, LLC4,937$265K0.05%013F-HR/ATimeline
PATRICK M SWEENEY & ASSOCIATES, INC4,924$264K0.15%013F-HRTimeline
OFS Enterprise LLC4,902$263K0.07%new13F-HRTimeline
Sloy Dahl & Holst, LLC4,859$260K0.03%013F-HRTimeline
WULFF, HANSEN & CO.4,855$260K0.2%013F-HRTimeline
First Financial Bankshares Inc4,846$260K<0.01%013F-HRTimeline
BEARING POINT CAPITAL, LLC4,843$260K0.04%-11513F-HRTimeline
Financial Solutions Advisory Group, Inc.4,671$259K0.03%013F-HRTimeline
PW Nova Financial Services LLC4,834$259K0.06%-18613F-HRTimeline
MEMBERS WEALTH LLC4,807$258K0.14%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC4,785$257K0.02%new13F-HRTimelineGroup
Rockwood Wealth Management, LLC4,756$255K0.02%new13F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC4,738$254K<0.01%-30513F-HRTimeline
SageView Advisory Group, LLC4,736$254K0.01%-9613F-HRTimeline
Diversified Portfolios, Inc.4,726$253K0.02%013F-HRTimeline
Smartleaf Asset Management LLC4,696$252K0.01%013F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…4,705$252K0.03%new13F-HRTimeline
Gryphon Financial Partners LLC4,687$251K0.02%-46913F-HRTimeline
Ironwood Investment Counsel, LLC4,683$251K0.03%-1,34213F-HRTimeline
Capital Square, LLC4,506$251K0.11%+1813F-HRTimeline
SWEENEY & MICHEL, LLC4,355$251K0.07%+1513F-HRTimeline
LARCH CAPITAL PARTNERS LLC4,665$250K0.04%new13F-HRTimeline
IMA Advisory Services, Inc.4,658$250K0.02%new13F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK4,654$250K0.02%13F-HRTimeline
Sunpointe, LLC4,650$249K0.07%new13F-HRTimeline
Claret Asset Management Corp4,639$249K0.03%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding4,635$248K-3,000Timeline
American Trust4,624$248K0.02%+1813F-HRTimeline
RFG Holdings, Inc.4,624$248K0.05%013F-HRTimeline
LEGACY FINANCIAL INDEPENDENT ADVISORS L…4,622$248K0.12%+5313F-HRTimeline
CIM, LLC4,609$247K0.03%013F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC4,596$246K0.11%013F-HRTimeline
PROFFITT & GOODSON INC4,591$246K0.03%-2,84513F-HRTimeline
Vigil Wealth Management, LLC4,573$245K0.17%013F-HRTimeline
Kellett Wealth Advisors, LLC4,553$244K0.11%-6313F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.4,538$243K0.11%-15013F-HRTimeline
Amicus Financial Advisors, LLC4,528$243K0.06%013F-HRTimeline
NORTH DALLAS BANK & TRUST CO4,528$243K0.14%013F-HRTimeline
Strategies Wealth Advisors, LLC4,516$242K0.02%-1613F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV4,503$241K0.01%+613F-HRTimeline
National Wealth Management Group, LLC4,452$239K0.07%-29313F-HRTimeline
Larry Mathis Financial Planning, LLC4,446$238K0.18%new13F-HR/ATimeline
Bernardo Wealth Planning LLC4,440$238K0.04%+22913F-HRTimeline
Copia Wealth Management4,433$238K0.14%-1,34113F-HRTimeline
Weaver Consulting Group4,429$237K0.05%013F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.4,417$237K0.07%-9913F-HRTimeline
CRUX WEALTH ADVISORS4,408$236K0.08%+1613F-HRTimeline
KRS Capital Management, LLC4,400$236K0.11%013F-HRTimeline
NCP Inc.4,400$236K0.33%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.4,377$235K0.01%013F-HRTimelineGroup
Linscomb Wealth, Inc.4,363$234K0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV4,363$234K0.03%+4513F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC4,360$234K0.05%+213F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC4,358$234K0.19%+25413F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC4,343$233K0.13%013F-HRTimeline
Bison Wealth, LLC4,147$233K0.02%+22013F-HRTimeline
Regent Peak Wealth Advisors LLC4,333$232K0.04%013F-HRTimeline
YARGER WEALTH STRATEGIES, LLC4,153$231K0.08%+1213F-HRTimeline
SEARLE & CO.4,302$231K0.05%013F-HRTimeline
Sage Mountain Advisors LLC4,294$230K0.01%013F-HRTimeline
Sage Capital Management, LLC4,293$230K0.09%013F-HRTimeline
Parcion Private Wealth LLC4,288$230K0.01%new13F-HRTimeline
FIRST AMERICAN TRUST, FSB4,281$229K0.01%new13F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC4,261$228K0.02%-88213F-HRTimeline
Smith & Howard Wealth Management, LLC4,226$227K0.05%013F-HRTimeline
Confluence Wealth Services, Inc.4,220$226K0.01%new13F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC4,206$225K0.09%013F-HRTimeline
Runnymede Capital Advisors, Inc.4,200$225K0.13%-20013F-HRTimeline
Private Wealth Partners, LLC4,175$224K0.02%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC4,172$224K0.01%new13F-HRTimeline
AA Financial Advisors, LLC4,165$223K0.03%+313F-HRTimeline
Able Wealth Management LLC4,160$223K0.05%+113F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.4,150$222K0.02%+5113F-HRTimeline
USA FINANCIAL FORMULAS4,130$221K0.04%13F-HRTimeline
Pacific Sun Financial Corp4,126$221K0.09%new13F-HRTimeline
REGATTA CAPITAL GROUP, LLC4,126$221K0.03%new13F-HRTimeline
Kirkwood Financial Services4,126$221K0.06%+1513F-HRTimeline
Pacific Center for Financial Services4,122$221K0.05%+1113F-HRTimeline
Graves Light Lenhart Wealth, Inc.4,116$221K0.02%013F-HRTimeline
Patriot Financial Group Insurance Agenc…4,108$220K0.02%-3,89013F-HRTimeline
Allen Mooney & Barnes Investment Adviso…4,104$220K0.03%-40213F-HRTimeline
NBH Bank4,097$220K0.09%13F-HRTimeline
Elevation Advisory Partners LLC3,918$220K0.22%-10,18513F-HRTimeline
Beaird Harris Wealth Management, LLC4,063$218K0.01%013F-HRTimeline
W ADVISORS, LLC4,059$218K0.1%013F-HRTimeline
Axim Planning & Wealth4,056$217K0.31%-58013F-HRTimeline
Indivisible Partners4,056$217K0.01%-26813F-HRTimeline
Investment Insight Wealth Management, L…4,045$217K0.19%-99913F-HRTimeline
GERBER, LLC4,043$217K0.1%new13F-HRTimeline
Piedmont Capital Management, LLC/NC4,032$216K0.13%013F-HRTimeline
Bollard Group LLC4,022$216K0.01%+1113F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI4,020$215K0.01%-24613F-HRTimeline
TFO Wealth Partners, LLC4,016$215K0.02%new13F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC4,008$215K0.01%new13F-HRTimeline
Farmers National Bank4,008$215K0.04%-29413F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.4,001$214K0.02%013F-HRTimeline
Serenus Wealth Advisors, LLC4,000$214K0.04%new13F-HRTimeline
WMS Group LLC4,000$214K0.28%new13F-HRTimeline
Capital Squared Financial LLC3,990$214K0.14%-26013F-HRTimeline
Atlas Brown,Inc.3,985$214K0.06%-12513F-HRTimeline
Investment Planning Advisors, Inc.3,979$213K0.05%new13F-HRTimeline
Latitude Advisors, LLC3,979$213K0.09%-9113F-HRTimeline
Keystone Wealth Services, LLC3,976$213K0.04%-1,31413F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC3,975$213K0.03%-45013F-HRTimeline
Vericrest Private Wealth3,970$213K0.19%new13F-HRTimeline
Kingdom Financial Group LLC.3,963$212K0.05%-1,79013F-HRTimeline
GEM Asset Management, LLC3,962$212K0.08%-6,66013F-HRTimeline
Gemmer Asset Management LLC3,952$212K0.01%-13713F-HRTimeline
Ark Wealth Advisors LLC3,952$212K0.19%-87913F-HRTimeline
Peak Asset Management, LLC3,943$211K0.03%new13F-HRTimeline
FNY Investment Advisers, LLC3,900$209K0.08%new13F-HRTimeline
PUREfi Wealth, LLC3,895$209K0.11%new13F-HRTimeline
Prasad Wealth Partners, LLC3,878$208K0.05%new13F-HRTimeline
Pine Haven Investment Counsel, Inc3,870$207K0.14%new13F-HRTimeline
Clarity Retirement & Wealth, LLC3,846$206K0.14%new13F-HRTimeline
WOODSTOCK CORP3,839$206K0.02%new13F-HRTimeline
Concorde Asset Management, LLC3,835$206K0.12%-2,82813F-HRTimeline
Cabana LLC3,832$205K1.55%new13F-HRTimeline
One Day In July LLC3,826$205K0.01%new13F-HRTimeline
MYECFO, LLC3,820$205K0.08%new13F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …3,809$204K0.03%new13F-HRTimelineGroup
J HAGAN CAPITAL, INC.3,799$204K0.09%new13F-HRTimeline
EXCALIBUR MANAGEMENT CORP3,790$203K0.07%new13F-HRTimeline
BLB&B Advisors, LLC3,783$203K0.01%new13F-HRTimeline
Round Rock Advisors LLC3,782$203K0.03%new13F-HRTimeline
SACHEM HILL LLC3,779$203K0.04%new13F-HRTimeline
Horizon Family Wealth, Inc.3,779$203K0.09%new13F-HRTimeline
Apella Capital, LLC3,614$203K<0.01%-74613F-HRTimeline
Trexquant Investment LP3,777$202K<0.01%new13F-HRTimeline
CLG LLC3,771$202K0.04%new13F-HRTimeline
Compass Ion Advisors, LLC3,771$202K0.02%new13F-HRTimeline
Aegis Wealth Management, Inc.3,767$202K0.13%new13F-HRTimeline
Arsenal Capital Advisors LLC3,765$202K0.12%new13F-HRTimeline
Patten Group, Inc.3,757$201K0.03%new13F-HRTimeline
Cornerstone Planning Group LLC3,590$201K0.03%+26513F-HRTimeline
WealthCare Investment Partners, LLC3,738$200K0.05%new13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC3,737$200K0.02%new13F-HRTimeline
Waterfront Wealth Inc.3,593$200K0.03%new13F-HRTimeline
Interchange Capital Partners, LLC3,733$200K0.04%-10,96413F-HRTimeline
NorthStar Asset Management LLC /NJ/3,732$200K0.08%new13F-HRTimeline
Vanguard National Trust Coin group VANGUARD GROUP INC3,699$198K0.01%013F-HRTimelineGroup
Dunhill Financial, LLC3,671$197K0.04%-44113F-HRTimeline
HHM Wealth Advisors, LLC3,651$196K0.02%-18913F-HRTimeline
Nemes Rush Group LLC3,619$194K0.02%+813F-HRTimeline
Avion Wealth3,582$192K0.04%013F-HRTimeline